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Senior Housing Data Migration

We deliver the
import files.
Yardi implements.

EFG acquires, extracts, and transforms source data from PointClickCare, MatrixCare, Eldermark, and 25+ other senior housing systems into Yardi-format import files — ready for your Yardi PSG team, your Yardi account manager, or your team directly.

4-hour ETL window
4 hrs
From finalized source file delivery to import-ready output.
Minimum project timeline
3 months
Including discovery, two rounds of testing, operator sign-off.
Portfolio size
20–120
Properties typical per operator. Larger portfolios run in phases.
Proven at scale
100s+
Operators consolidated across North America and UK.
PointClickCare → Voyager
MatrixCare → Voyager
Eldermark → Voyager
CareCloud → Voyager
CareSys → Voyager
Cold Harbour → Voyager
ECP → Voyager
Yardi → Yardi
QuickBooks → Yardi
Sage / Sage 300 → Voyager
25+ source systems supported
PointClickCare → Voyager
MatrixCare → Voyager
Eldermark → Voyager
CareCloud → Voyager
CareSys → Voyager
Cold Harbour → Voyager
ECP → Voyager
Yardi → Yardi
QuickBooks → Yardi
Sage / Sage 300 → Voyager
25+ source systems supported
The Problem01

Senior housing relies on fragmented software. Every handoff is manual data re-entry.

/ 01

EHR didn't migrate

Yardi historically couldn't import clinical records. Operators had to re-key assessments, allergies, and incident reports post-go-live — losing 20+ years of continuity.

/ 02

Months of Phase 1 work

Manual data mapping and re-entry. Six figures. And that's before your staff retrains on Yardi. Technology shouldn't be the bottleneck on growth.

/ 03

Double-licensing overlap

Running two systems during data cleanup — 6–12 months is the standard. That's $50K–$200K per operator in wasted licensing while staff manually validates records.

/ 04

Data fidelity loss

Manual re-entry introduces errors. A single resident touches 150+ fields. Miss one, and your A/R aging, census, or care planning is now unreliable.

/ 05

Portfolio consolidation stalls

527 senior housing acquisitions in 2022. You can't consolidate at speed if migration takes months per operator. Growth multiplies data problems.

/ 06

Compliance gaps

Clinical records stay in the source system longer. HIPAA audit trails split across platforms. Off-premises data. Migration delays compliance certification.

→ 25+ source systems we've migrated from
PointClickCare MatrixCare Eldermark CareCloud CareSys Cold Harbour ECP ALIS AL Advantage Sage / Sage 300 Great Plains QuickBooks Salesforce Yardi → Yardi AppFolio SigmaCare WellSky AlayaCare CareMerge Netsmart + 5 more
6–12 mos vs 3–6 mos
— Manual conversion vs. EFG data migration —
Metric By the numbers
Manual conversionWithout EFG
EFG deliveryImport files ready
Full project timeline
6–12 months
3–6 months
Conversion test cycles
Varies, often skipped
2 full rounds included
Go-live ETL window
Days to weeks
4 hours
Yardi-to-Yardi conversion
Weeks
Days to 1 week
EHR data included
Generally skipped
Yes, complete
ICD-10 mapping
Manual or skipped
Automated + operator sign-off
Error rate
High (manual re-entry)
Near-zero (validated)
Scales across portfolio
Linearly in cost & time
Linearly in time only
Our Approach02

Built across one of the largest senior housing portfolios in the world.

Automated migration across a multi-year enterprise consolidation program for one of the largest senior housing portfolios in North America and the largest in the UK — converting hundreds of operators from dozens of source systems into a single Yardi Voyager environment.

Three delivery channels: to your Yardi PSG team, to your Yardi account manager, or directly to your team. EFG handles the data conversion. Implementation stays with Yardi. This separation of concerns is what enables rapid migration at scale.

Every field — financial, clinical, resident, unit, lease — migrates. ICD-10 mapping to medical standards. Free-text consolidation to your Voyager library with operator sign-off on exceptions. 4-hour ETL window per operator, built on 3 months of discovery and two rounds of conversion testing.

→ Why this works at scale

Operator consolidation is faster, licensing cost is lower, and technology is no longer the constraint on your growth strategy.

A

Direct API extraction

No CSV exports. No manual re-mapping. Direct pulls from source systems with field-level validation before write.

B

Clinical data included

EHR records, assessments, allergies, medication, code status — everything Yardi previously said couldn't come over.

C

ICD-10 mapping

Diagnoses mapped to the international medical coding standard. Operator validation. Exception list included.

D

Proven at portfolio scale

100s of operators, dozens of source systems. The 200th conversion is as fast and reliable as the 5th.

Track Record03

Enterprise consolidation program live now.

One of the largest senior housing portfolios in North America and the largest in the UK is actively consolidating hundreds of operators into Yardi Voyager using EFG's automated migration. Multi-year program, dozens of source systems, every operator, every field, every record — migrated.
— Active deployment · Key details under NDA —
100s
Operators
consolidated
25+
Source systems
supported
3–5 yrs
Program
timeline
4 hrs
Go-live ETL
window
→ Ready to migrate?

If you're moving to Yardi Voyager,
let's talk before Phase 1 starts.

Ready to Experience the EFG Difference?

Whether it is implementation, accounting, ongoing support, or custom programming, we’re here to assist every step of the way. Contact us today to learn how EFG can help you achieve your property management goals.

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